Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Investment Management
  • Retirement Income Strategies


  • FINRA Series 7, 63, 65 and Life and Health Insurance


  • B.A. Washington State University 1993

Awards & recognition

  • Ameriprise Circle of Success, 2020, 2021, 2022
  • Ameriprise Client Experience Award, 2020

Previous experience

  • Merrill Lynch, February 2001-August 2019

Community participation

I volunteer coaching youth sports, in the local community


I enjoy doing many outdoor activities with my family. We like hiking, fishing, motorcycle riding and snow sports.

We recently spent some time in Bryce Canyon, Utah. What an unbelievably beautiful place to visit. The rock formations are very impressive.

I am looking forward to coaching my kids in basketball and flag football again.